College Funding & Analysis

College Funding & Analysis:

Are you prepared for the cost of education and how it will affect your future?

With some college sticker prices topping $90,000/year (including room & board), the cost of a four-year undergraduate education is potentially one of the highest expenses a family will incur in their lifetime.

With our project-based college funding and analysis services, we will assess what colleges think you can afford, help you maximize your financial aid and scholarship opportunities, and project what you can expect to pay at a specific institution based on your particular student. Then we’ll compare that to what you can afford and design a plan that fits. Here’s what you can expect:

• 30-minute complimentary introduction meeting

• 2-3 meetings to assess:

  • your financial situation

  • project financial aid eligibility

  • estimate college costs

  • develop your college budget

  • strategize your savings and funding plan

• Access to our college funding database with projections on what you can expect to pay at each institution

• Search tools and strategies to identify schools that may best accommodate your budget

• Education on financial aid vs. merit-aid

• Strategies on how to qualify for the maximum financial aid and/or scholarships

• Assistance filling out the FAFSA & CSS Profile

• Analysis of Award letters

• Recommendations on funding strategies and a four-year plan on how to pay

• Siblings - For each subsequent sibling in the family within a 3 year time period, the initial year planning fee will be waived

  IMPORTANT TO KNOW:

  • FAFSA Simplification Act - changes to the FAFSA and the federal methodology for assessing financial aid take affect for the 2024-2025 school year.

  • The Federal EFC (Expected Family Contribution) is now the SAI (Student Aid Index) and is assessed per student, not family.

  • Your financial base year for the FAFSA and CSS Profile is the calendar year that is 2 years prior to your child’s graduation year. For example, Class of 2026 high school grads will submit income data from the 2024 tax year.